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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,700 | $56,894+140.3% | $84,753+61.3% | $62,881+117.4% |
| Participation rate | 81.3% | 68.5%+12.7pp | 76.6%+4.7pp | 69.3%+11.9pp |
| Annual return | 7.07% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,257 | $2,400-5.9% | $3,574-36.9% | $2,281-1.0% |
| Participant deferral / active EE | $5,578 | $2,709+105.9% | $3,712+50.3% | $3,203+74.2% |
| Admin fee / account holder | $2,259 | $3,581-36.9% | $5,333-57.6% | $4,296-47.4% |